Chief Financial Officer (CFO), Family Office
Confidential
Chief Financial Officer (CFO), Family Office
About the Company
A multi-strategy investment firm seeking a family office CFO to manage personal financial affairs.
Industry
Financial Services
Type
Privately Held
About the Role
The Company is in search of a Chief Financial Officer (CFO) for a family office. The CFO will be responsible for managing the principal's personal financial affairs, which includes technical accounting, tax expertise, and investment oversight. This role demands the maintenance of comprehensive records of personal investments across various asset classes, tracking of capital commitments, distributions, and performance metrics, as well as the coordination and review of annual financial statements. The successful candidate will also be tasked with managing relationships with wealth managers, brokers, and custodians, supporting due diligence on new investment opportunities, and overseeing the structure and administration of various financial entities. Applicants for the CFO position at the family office should have a Bachelor’s degree in accounting, finance, or a related field, with a CPA being strongly preferred. A minimum of 5-10 years' experience in accounting, tax, or family office settings is required, along with a deep understanding of partnership accounting, K-1s, and high-net-worth tax planning. The role demands experience with multiple investment types, including hedge funds, private equity, venture capital, and real estate. Proficiency in financial management software such as Excel and QuickBooks is essential. The CFO will also be expected to prepare periodic financial reports, maintain accurate ledgers, and provide analytical support in the evaluation and structuring of new investments.
Functions
- Finance
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Chief Financial Officer (CFO), Family Office in Boston, MA vacancy
$153.83k
...Massachusetts, United States Position Title: Chief Financial Officer (2026-2027) Match Charter Public... ...those who would be the first in their families to earn a college degreefor success in... ...(CEO), the Chief Financial Officer (CFO) serves as a trusted thought partner...Work at officeFull timeContract workTemporary workFor contractorsSummer workFlexible hoursMatch Education
Charlestown, MA2 days ago$170k
...Chief Financial Officer Victory Programs, a Boston-based nonprofit, has been a beacon of hope for individuals and families in crisis for 50 years. Our long history reflects our unwavering commitment... ...seeking a Chief Financial Officer (CFO) for an immediate opening in our...Work at officeTemporary workLocal areaImmediate startFlexible hoursVictory Programs
Boston, MA1 day ago$200k - $275k
...members. IMEG is seeking a strategic and results-driven Chief Financial Officer (CFO) to help advance our established growth strategy and drive... ...origin, disability, age, genetic information(including family medical history), parental status (including pregnancy, childbirth...Work at officeLocal areaFlexible hoursNight shiftIMEG Corp
Boston, MA1 day ago$261.1k - $287.5k
...Chief Financial Officer When you join the growing BILH team, you're not just taking a job, you're making a difference in people's lives.... ...BILH's Metro Boston Division, the Chief Financial Officer (CFO) for Mount Auburn Hospital is an executive role that reports...Work at officeContract workTemporary workWork experience placementLocal areaBeth Israel Lahey Health
Cambridge, MA4 days ago- ...Chief Financial Officer (CFO) About the Company Leading consumer services organization Industry Consumer Services Type Privately Held About the Role The Company is seeking a Chief Financial Officer (CFO) to take on a pivotal role in overseeing all...Work at office
- PKFOD is seeking a Director for Family Office Accounting Services in New York. The ideal candidate will manage a team and deliver comprehensive... ...-net-worth clients. Key responsibilities include overseeing financial management, ensuring compliance with accounting standards,...Work at office
- ...to the Executive Dean, the Associate Dean for Finance and Chief Financial Officer (CFO) is a key member of the Radcliffe Institute’s senior leadership... ...Wellbeing and mental health resources Support for families and caregivers Professional development opportunities including...Work at officeWeekend workAfternoon shiftEarly shift
$110k - $207.5k
...Management (SSIM) Head of FP&A and CFO for the Chief Administration Office (CAO) is a “dual hatted” Vice President... ...development and execution of the financial strategy for the Chief Admin Office... ...leave, short term disability, and family care responsibilities; access to...Work at officeTemporary workFlexible hours- ...multi-entity platform of operating companies, investments, and family office activities. Industry Investment Management Type... ...successful candidate will be responsible for building and leading the financial architecture across a diverse portfolio of operating...Work at office
$225k - $265k
...Commonwealth. BFCU is dedicated to serving the financial needs of first responders and their families across Massachusetts. We provide trusted,... ...resilience, and heart. Is This the Career for You? The Chief Financial Officer (CFO) reports directly to the President/CEO and...African-American Credit Union Coalition
Boston, MA3 days ago$145.4k - $154.5k
...Physician Assistant | Family Practice Location: Boston, MA Employer: CompHealth Pay: $145,400 to $154,500 per year Shift... ...Family Primary Care experience M-F: 4 days patient facing in office, 1 day for admin Holds or able to obtain a MA license...Work at officeHourly payPermanent employmentFull timeContract workImmediate startShift workCompHealth
Boston, MA10 hours ago- ...helped our members build a strong financial future so they can make an... ...is a strategic partner to the CFO, supporting balance sheet management... ...Knowledge of Microsoft Office Suite, advanced excel skills Advanced... ...health resources Support for families and caregivers Professional...Work at officeWork experience placementWork from home
Conditions. Workplace Diversity, LLC.
Cambridge, MA3 days ago $95.4k - $180.4k
...and that's why there's nowhere like RSM. Affluent families and their family offices face increasingly complex challenges in managing, safeguarding... ...families on governance, risk management, or financial structures. Advanced certifications such as CPA, CFP,...Work at officeTemporary workWork experience placementInternshipLocal areaRSM US LLP
Boston, MA5 days ago- ...delivering compassionate, effective care for individuals, couples, and families. We make this possible by supporting our providers at... ...in-person sessions are supported (providers arrange their own office space if offering in-person care). Commitment to...Work at officeLive inRemote work
$252k - $301.3k
...enjoyable. But this isn’t your average doctor’s office. We’re on a mission to transform... ...Enrolled in, or have completed, an accredited Family Medicine or Medicine/Pediatrics residency... ...who need help with stress, anxiety, financial planning, and legal issues Competitive...Work at officeFull timeTemporary workRelocation package- ...Chief Financial Officer (CFO) About the Company 70+ year family-owned manufacturer of custom home improvement products with strong growth focus. Industry Building Materials Type Privately Held About the Role The Company is seeking a Chief Financial...
$145.4k - $173.81k
...enjoyable. But this isn’t your average doctor’s office. We’re on a mission to transform... ...memberships for yourself, your friends and family Employee Assistance Program - Free confidential... ...who need help with stress, anxiety, financial planning, and legal issues Competitive...Work at officeFull timeTemporary workRelocation package- ...Chief Financial Officer (CFO) About the Company Mission-driven organization providing affordable housing & homelessness prevention services Industry Individual & Family Services Type Non Profit Founded 1983 Employees 51-200 Specialties affordable...
$100k - $150k
...Director - Family Office Accounting Services (CPA Firm) Job Category: Tax - Family Office Services We are seeking an experienced, client... ...individual will lead the delivery of comprehensive accounting, financial, and administrative services to high-net-worth individuals...Work at officeFull timeLocal areaFlexible hours3 days per weekPKFOD
Boston, MA5 days ago$84 per hour
...enjoyable. But this isn't your average doctor's office. We're on a mission to transform... ...memberships for yourself, your friends and family Employee Assistance Program - Free confidential... ...who need help with stress, anxiety, financial planning, and legal issues Competitive...Work at officeHourly payDaily paidTemporary workCasual work- ...We are seeking an experienced Interim CFO to provide strategic and hands-on financial leadership during a defined transition period. This role will support... ...and training, licensure and certifications, office location and other geographic considerations, as well...Work at officeContract workTemporary workInterim roleLocal areaImmediate start
Vaco Recruiter Services
Boston, MA2 days ago - ...Position Highlights Medical Director to work part-time doing office procedures and consults Growing practice with 2 Physicians, 2... ...full-time in the future Community/Location ~ Located in a family-friendly, safe community with top-ranked schools. ~15 miles from...Work at officeFull timePart timeLocal area
Enterprise Medical Recruiting
Boston, MA1 day ago - ...Position Summary: The CFO will be a key member of the executive leadership team, overseeing all financial operations, investor relations, capital raising, and corporate... ...Street analysts, Institutional investors, Family Offices, Sovereign Wealth Funds, and industry...
$59.1 - $65.5 per hour
...enjoyable. But this isn’t your average doctor’s office. We’re on a mission to transform... ...memberships for yourself, your friends and family Employee Assistance Program - Free confidential... ...who need help with stress, anxiety, financial planning, and legal issues Competitive...Work at officeHourly payFull timeTemporary workShift workAfternoon shiftWeekday work$260k - $290k
...Tufts Medical Center Community Care is seeking a Family Medicine Physician to join our team of collaborative providers in Medford... ...patient’s primary care needs with same day or routinely scheduled in-office or telehealth appointments. You’ll work cross-functionally...Work at officeTufts Medicine
Medford, MA2 days ago$250k - $325k
...business. We endeavor to maintain a drug-free workplace. Position Summary Huron's Financial Advisory practice is seeking a highly accomplished Senior Director to grow our Office of the CFO (OCFO) consulting capability. This leader will serve as a trusted advisor to CFOs...Work at officeContract workInterim roleLocal areaImmediate startRemote workHuron Consulting Group
Boston, MA4 days ago$70k - $98k
...Executive Assistant to provide high-level executive support to the CFO and Finance leadership. This role requires exceptional... ...strong problem-solving abilities and proficiency with Microsoft Office. A competitive compensation range of $70,000 - $98,000 is offered...Work at office$110k - $207.5k
STATE STREET CORPORATION in Boston, Massachusetts, is seeking a VP Global Head of FP&A and CFO for their Chief Administration Office (CAO). This role involves overseeing financial planning, management reporting, and strategic execution for the SSIM division, partnering...Work at office$70k - $90k
...Overview A wealth management firm is seeking an Associate to support their family office team. This role involves accounting, reporting, daily operations, and client service within an institutional family office framework. Responsibilities Reconcile client bank accounts...Work at officeLanding Point
Boston, MA3 days ago$80k - $100k
...Business Managers to accurately prepare monthly financial results for designated stations assigned... ...Business Managers. The position is in‑office based at the Hearst Television business... ...benefits to meet your and your family's needs Salary The salary for this role is...Work at officeWork experience placementLocal areaIsraelvcforum
Needham Heights, MA1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Chief Financial Officer (CFO), Family Office. Be the first to apply!
Related searches